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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,378 | $161,352-98.5% | $134,172-98.2% | $137,256-98.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 0.00% | 28.72%-28.7pp | 25.30%-25.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $2,302 | $4,099-43.8% | $3,420-32.7% | $4,156-44.6% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |